See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $65,802 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $38,845 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,801 | $51,288-57.5% | $81,983-73.4% | $73,409-70.3% |
| Participation rate | 89.3% | 64.0%+25.3pp | 69.2%+20.0pp | 72.2%+17.1pp |
| Annual return | 15.94% | 29.48%-13.5pp | 41.31%-25.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $398 | $1,487-73.2% | $2,498-84.1% | $2,234-82.2% |
| Participant deferral / active EE | $3,247 | $2,715+19.6% | $3,722-12.8% | $3,805-14.7% |
| Admin fee / account holder | $115 | $125-8.4% | $5,664-98.0% | $158-27.3% |